$55.6M Total AUM
$52.4M Disc. AUM
-- 3Y CAGR
3 Employees
347 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Horizon peak
- Established Date
- 10-28-2009
- Office Locations
- 1
Office Locations
129 N. Third ST Bardstown KY
About Federal Hill Capital Management
Federal Hill Capital Management is a fiduciary advisory firm in Bardstown, KY providing personalized financial advising and planning, including 403(b) and college/529 savings guidance and life insurance. Portfolios are implemented primarily with ETFs, complemented by fixed income and cash, and custody includes Charles Schwab.
Team overview
48 AVG AGE
$27.8M AVG AUM / ADVISOR
$160.2K AVG AUM / CLIENT
14.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
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Asset Classes
Focus frontier Oak
Custodian
Value Matrix
Investment Themes
Vital crest
Investment Vehicles
Foundation catalyst
Services
Value focus Frontier Momentum Bridge Insight ridge Horizon capital Peak Harbor harbor
Technology
Capital
Owner & Executives
ANDREW FERRILL MEREDITH
Chief Executive Officer, Investment Advisor Representative
- CRD
- #4906069
- Ownership
- 75% or more
(382) 390-4791
legacy.signal@crestcapital.com
in linkedin.com/in/beacon-wave
JAMES SHANNON HOERTER
Chief Compliance Officer, Financial Advisor
- CRD
- #5609621
- Ownership
- 10% but less than 25%
(986) 868-6197
radial.frontier@vertexcapital.com
in linkedin.com/in/timber-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,387,688 | -- |
| Non-Discretionary | $3,184,528 | -- |
| Total | $55,572,216 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,572,216
Equity - Exchange:
19.0% U.S. Government/Agency:
15.3% Municipal Bonds:
17.3% Public Funds:
17.4% Corporate - Investment Grade:
19.8% Corporate - Non-Investment Grade:
6.0% Equity - OTC:
5.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,653,427,643 | 19.0% |
| U.S. Government/Agency | $1,331,444,365 | 15.3% |
| Municipal Bonds | $1,505,489,380 | 17.3% |
| Public Funds | $1,514,191,631 | 17.4% |
| Corporate - Investment Grade | $1,723,045,649 | 19.8% |
| Corporate - Non-Investment Grade | $522,135,045 | 6.0% |
| Equity - OTC | $452,517,037 | 5.2% |
| Total | $8,702,250,750 | 100.0% |